Marion
Marre
Modera Wealth Management, LLC
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About this Advisor
Marion Marre is a financial advisor based in Winston Salem, North Carolina, working with Modera Wealth Management, LLC. Marion has previously held positions at Modera Wealth Management, Parsec Financial Management, Hege Financial Group, Semmax Financial, Novant Health, and Etsy. Marion has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Marion is part of Modera Wealth Management, LLC, which operates out of Winston Salem, North Carolina. The firm has 20 offices and 200 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modera Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$12,532,443,204
200
18,992
$659,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marion Marre Work History
Modera Wealth Management
Modera Wealth Management
Parsec Financial Management
Hege Financial Group
Etsy
Semmax Financial
Novant Health
Disclosures
Please visit the SEC profile of Marion Marre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modera Wealth Management, LLC
Bountiful, UT
Boston, MA
Charlotte, NC
Westwood, NJ
Asheville, NC
Boston, MA
Wayne, PA
Westwood, NJ
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